Kalix allows you to send faxes to both clients and contacts*. Faxes can include documents, chart notes, client summaries, doctor's letters, attachments, and more.
Kalix also supports receiving faxes from clients and other healthcare professionals directly within your Kalix account via the Messaging Inbox.
The cost to send and receive faxes is three cents (3.00c) per page (United States). You are required to purchase prepaid credit before sending faxes. Click here to view more information about pricing.
Kalix also supports the purchasing of a dedicated fax number (Optional).
*Note: the fax's recipient must be set up in Kalix as either a contact or client. Their fax number should also be saved to their details page and the number type - fax selected (as shown below).
Account Set-up
Prior to sending faxes, there may be a few set-up steps you need to complete. These include enabling faxing via the Messaging Settings page.
Faxing Attachments From Your Messaging Inbox
The quickest way to fax an uploaded file is via the Messaging Inbox.
1. Navigate to your Messaging Inbox and select the Compose New Message button.
2. Select whether you are sending the fax to a client or contact.
3. Search for and select the recipient.
3. Choose fax as the messaging method.
4. Compose a message to associate with your fax i.e. this could be the fax cover sheet (optional).
5. Click on Upload - to select and upload your attachment/s.
6 Select Send.
Faxing Client Documents
Kalix documents created in Kalix e.g. chart notes, doctors' notes, can be faxed directly to clients and contacts either directly from the individual document or using the Share Documents function.
Fax Multiple Documents
To fax multiple client documents created in Kalix, please follow the steps below:
1) The first step is to open the client's file that you are communicating about.
2) Once the client is selected, click on Share Documents.
3) The Share Documents screen will appear. Choose whether you wish to share existing client documents or create new documents by selecting templates.
Now select the documents you wish to share, followed by the Share button at the bottom of the window.
The message editor will appear. You can send the documents to the associated client or one of their contacts e.g primary care physician. Check the appropriate radio button to make your choice.
Sharing with a Contact
If sending the documents to contacts, place your cursor into the - Search Contact field to make your selection. Kalix will automatically display contacts associated with the client. Alternatively, use keywords to search your entire contact list.
Faxing Individual Documents
Single documents created in Kalix can also be individually faxed to clients or contacts.
1) The first step is to open the client's file that you are communicating about.
2) Next, click New Document to create the document you wish to fax (just like you would a regular document).
3) Alternatively, under the document section of the client's cover page, click on an existing document to open and fax.
4) Now, the document has opened, select the checkbox - Share with others (if not already ticked) at the top of the page.
5) To fax, click on the Share button, as shown below, followed by Send.
6) The message editor will appear. You can fax the document to the associated client or one of their contacts e.g. primary care physician. Check the appropriate radio button to make your choice.
7) Next, select fax as the method you are using to send the document.
8) You can edit the message (if needed). When you are happy, click - Send.
